2mo
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Client Manager, Commercial
Baltimore, Maryland, United States
HybridFull Time
3+ YOEHigh school diploma or GED plus 3+ years insurance experience with commercial accounts; strong client service and relationship management.
EPIC, Microsoft Office
1w
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Client Services Manager
Renton or Hodgkins or Aurora or Clifton or Baltimore or Orlando or Phoenix or Cedar Hill or Las Vegas or Lithia Springs
FieldFull Time
2+ YOECoordinate and oversee tradeshow production, manage client relationships, budget and invoice management; 2 years tradeshow/hospitality experience preferred, college degree preferred.
onPeak, GES
1mo
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Client Service Representative
Lexington Park, Maryland, United States
OnsiteFull Time
Customer-service experience preferred; duties include greeting clients, scheduling appointments, answering phones, processing payments, managing records, and basic hospital maintenance.
3w
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Manager, Client Success
Lanham, Maryland, United States
$65k-$75k/yr OnsiteFull Time
3+ YOE3+ years agency experience, bachelor's degree or equivalent, strong project management and client relationship skills, proficiency with Microsoft Office and platforms such as Workfront, NetSuite, Salesforce, and Asana.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Workfront, NetSuite, Salesforce, Asana
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
2w
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Client Relationship Manager
Baltimore, Maryland, United States
OnsiteFull Time
Ownership of client portfolio with focus on satisfaction, retention, growth, issue resolution, account planning, and cross-functional coordination; college degree preferred; proficiency with Microsoft 365 and CRM/ERP systems.
Microsoft 365, Outlook, Teams, Excel, PowerPoint, SharePoint, CRM, ERP
1mo
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Bachelor's preferred in Finance/Economics, relevant financial services experience, strong Microsoft Office and CRM skills, client service orientation, organizational ability, and willingness to build custodial platform proficiency.
Microsoft Office Suite, CRM, custodian websites
3w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Strong client service, organizational and Microsoft Office skills. Willingness to obtain Series 7/66 or Series 63/65 licenses. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
2mo
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Client Service Coordinator
Glen Burnie, Maryland, United States
$16-$21/hr OnsitePart Time
1+ YOEPart-time client service role in a veterinary setting; customer service experience, strong communication; HS diploma preferred; 1 year related experience; able to lift up to 50 lbs; weekend/evening availability.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Consultant, Client Partnerships
Philadelphia or Baltimore or Washington or New York City or District of Columbia or North Carolina or South Carolina or Georgia or Florida or Virginia or Maryland or Pennsylvania or Alabama or Delaware or Louisiana or Mississippi or West Virginia or United States
$65k-$120k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years professional experience required; strong client services, project management, writing, and communication skills; advanced knowledge of Word, Excel, PowerPoint, Zoom, Teams, and Outlook; familiarity with Salesforce and Raiser\u0019s Edge a plus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Zoom, Microsoft Teams, Microsoft Outlook, Salesforce, Raiser's Edge, Monday.com
2mo
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Registered Client Associate/Client Associate
Baltimore, Maryland, United States
$35k-$65k/yr OnsiteFull Time
Bachelor’s degree or job-related experience; strong communication; detail-oriented; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; adaptable to change.
Data Entry, CRM, MS Office, Financial software
1d
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Client Service Representative (Hyattsville)
Hyattsville, Maryland, United States
$18-$27/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year client service or cross-trained teller experience, cash handling, account opening, strong customer service, communication and computer skills.
1mo
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Private Client Relationship Manager
Lewes or Dover
OnsiteFull Time
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
Salesforce CRM
1d
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Client Service Representative (Hyattsville)
Hyattsville, Maryland, United States
$18-$27/hr OnsiteFull Time
1+ YOEHigh school diploma or GED, 1+ year client service or cross-trained teller experience, cash handling preferred, strong communication and computer skills, ability to stand long periods and lift up to 30 lbs.
1mo
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Lead Consultant, Client Communications
Baltimore or Washington or Maryland or Colorado or Washington or New York or California or United States
$101k-$212k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent, 8+ years marketing or financial literacy experience, experience with marketing technology and data practices preferred, strong strategic thinking, stakeholder management, presentation and client-facing skills; may supervise a small team.
4d
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Senior Client Executive
Baltimore or United States or Philadelphia or Pittsburgh or Vienna
$326k-$421k/yr OnsiteFull Time
Proven public sector sales success, deep understanding of hybrid cloud/data/AI, ability to manage complex procurements and deal economics, strong communication and stakeholder influence, MEDDICC-oriented pipeline management.
3d
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Client Services/Sales Associate
Crofton, Maryland, United States
OnsitePart Time
Provide welcoming client service, sell memberships and retail, manage scheduling and communications, reliable transportation and strong interpersonal skills.
3w
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Corporate Trust Client Relationship Associate
Baltimore, Maryland, United States
$29-$48/hr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Microsoft Excel
2mo
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Client Support & Benefits Representative
Laurel, Maryland, United States
RemoteFull Time, Part Time
Requires or willing to obtain an insurance license, strong communication and interpersonal skills, self-motivated, basic computer/CRM skills, and ability to generate leads and maintain client relationships.